Akio Yoshino
Akio Yoshino
japanese market recovery strength unusual
The Japanese market recovery is being underpinned by unusual strength in U.S. equities.
bullish corporate demand earnings firm given
I am bullish on corporate earnings given firm demand for goods.
growing markets money run shifting short technology view
There is a growing view that insurers have had their run for the short term. Money is shifting to the laggards of the markets now, such as the technology companies.